Use of incentive trusts in estate planning
Use of incentive trusts in estate planning Many clients today are concerned about not only transferring their estates upon death…
Read more
Choosing Your Estate Planning Team
Choosing Your Estate Planning Team Here are some tips when choosing an estate planning team, as set forth in Keith’s…
What is Estate Planning?
What is Estate Planning? Here is our definition of estate planning, as set forth in Keith’s book, “Introduction to Estate…
Understanding IRA Required Minimum Distributions (RMDs)
Understanding IRA Required Minimum Distributions (RMDs) The money you contribute to a traditional Individual Retirement Account is not counted as…
Our Living Trust Planning Process
Our Living Trust Planning Process Here’s how our unique process for trust-based estate planning, Peace of Mind By Design, works. Our…
Montana Beneficiary Deed
Montana Beneficiary Deed (Please note: The 2019 Montana Legislature replaced Beneficiary Deeds with Transfer on Death Deeds. See blog posted…